Morningstar

Capital Group New Perspective Fund (LUX) B


LU1295551573
  • NAV / 1-Day Return
  • Total Assets
    16.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio
    —
  • Fee Level
    Average
  • Load
    5.25%
  • Category
    EAA Fund Global Large-Cap Growth Equity
  • Investment Style
    Large Growth
  • Minimum Initial Investment
    0
  • Status
    Open
  • SEC Yield / TTM Yield
    — / 0.00%
  • Turnover
    —

Performance

Growth of 10,000

  • Index
    28,198
  • Investment
    26,631
  • Category
    23,313
    • Growth
Show Interactive Chart
A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Investment 4.39 0.30 26.81 -7.00 28.72 32.01 16.60 -26.66 23.24 15.18 4.56
Category 0.31 0.90 28.11 -10.32 29.22 27.64 13.52 -27.24 22.96 13.17 4.01
Index 0.75 2.94 27.68 -7.31 30.06 28.85 16.99 -28.04 29.62 21.77 3.16
Quartile Rank
Percentile Rank 13 61 54 24 59 26 39 54 45 38 38
# of Invest. in Cat. 635 680 730 860 1,619 1,867 2,072 2,457 2,908 2,923 1,368
Category Name
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
EU0556 EAA Fund Global Large-Cap Growth Equity
USD |
YTD Investment as of Feb 07, 2025 |
Category: Global Large-Cap Growth Equity as of Feb 07, 2025
| Index: Morningstar Gbl Growth TME NR USD as of Feb 07, 2025
| Italics indicate Extended Performance. Extended performance is an estimate based on the performance of the investment's oldest share class, adjusted for fees.

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.86 0.32 3.83 2.44 4.56 16.97 6.27 10.12 10.19 10.50 8.81
Category -0.38 -0.48 2.66 1.64 4.01 14.71 5.01 8.38 8.64 8.70 —
Index -0.75 0.21 2.17 1.88 3.16 20.12 8.93 11.18 10.75 11.13 —
Quartile Rank—
Percentile Rank 93 30 28 35 38 35 38 27 21 16 —
# of Invest. in Cat. 1,392 1,383 1,368 1,339 1,368 1,273 1,059 722 392 233 —
USD |
Investment return as of Feb 07, 2025 |
Category: Global Large-Cap Growth Equity as of Feb 07, 2025 |
Index: Morningstar Gbl Growth TME NR USD as of Feb 07, 2025 |
Earliest Available Oct 31, 2005 |
Time periods greater than 1 year are annualized

Related

Economic Insights
Vanguard Got Bitcoin Right
Vanguard's decision not to offer Bitcoin spot ETFs may raise eyebrows, but Morningstar's John Rekenthaler argues sometimes it's best to just say no
a stack of gold bitcoins
John Rekenthaler
Equity Research & Insights
How to Build a Dividend Stock Portfolio
Using four Morningstar indices, Spain editor Fernando Luque has constructed a portfolio of income stocks.
bricks
Fernando Luque
ETF Observer
Investors Are Deserting China, so Should I Buy Right Now?
China pessimism is currently rife, but certain managers believe negative sentiment towards the country's markets is not yet outside of trend
China Flag UK Main
Valerio Baselli
Video
3 Dividend Stock Plays in Asia
As Asia stocks trade at attractive valuations, what are the income opportunities?
image
Kate Lin
Personal Finance
Naysayers Were Wrong About the 60/40 Portfolio. Here’s Why.
After a disastrous 2022, it turned out not to be dead after all.
Investor on hammock in between stacks of coins
Amy Arnott
Personal Finance
The Importance of Time, and Other Lessons I’ve Learned at Morningstar
As my time at Morningstar comes to a close, I reflect on the various ways time impacts our investment decisions. 
Hiker with blue sky
Kate Lin
ETF Observer
Spot Bitcoin ETFs Are Here. Should You Invest?
Why they hold advantages over bitcoin futures ETFs and how to choose the right one for your portfolio.
bitcoin illustration
Bryan Armour
Video
Fidelity's Rules to Identify Winners from the 'AI Stack'
Is the AI rally here to stay and will it broaden to benefit even more players?
image
Kate Lin
Fund Analysis
Top Allocation Funds for Global, U.S., and Asia Exposure
We tell you why investors are better served by this category than others.
image
Kate Lin
Market Watch
What Caused 2023's 'Everything' Rally?
Technology stocks posted a huge year, surging 59.1% for their best performance since 2009, but the US's success was more than just tech-led
US car plate
Tom Lauricella
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.